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OmniAsset › Mutual funds › Axis Short Term Fund

Axis Short Term Fund

Short Duration fund benchmarked to NIFTY Short Duration Debt Index A-II. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202632.6287
CategoryShort Duration
PlanRegular · Growth
Launched19 Jan 2010
Risk labelthe scheme's own riskometerModerate
Legal benchmarkSEBI Tier-1NIFTY Short Duration Debt Index A-II
Expense ratiodirect plan, a year0.93%
AUM₹1.25 Cr
Growth of ₹10,000₹13,4762 Sep 2021 to 2 Sep 2026
₹13,495₹12,621₹11,747₹10,873₹10,000Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,476 (+6.1% a year) Axis Short Term Fund

Performance (trailing, annualised)

1Y annualised5.65%
3Y annualised7.20%
5Y annualised6.15%
10Y annualised6.86%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,23,5905.57%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,99,2496.83%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,12,3826.80%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20213.49%
Calendar 20223.69%
Calendar 20236.78%
Calendar 20247.97%
Calendar 20258.05%

Rolling returns

Rolling 1Y · average795 windows since 7 Mar 20117.59%
Rolling 1Y · median7.92%
Rolling 1Y · worst window2.38%
Rolling 1Y · best window11.62%
Rolling 1Y · windows positive100%
Rolling 3Y · average692 windows since 7 Mar 20137.57%
Rolling 3Y · median7.67%
Rolling 3Y · worst window4.48%
Rolling 3Y · best window9.82%
Rolling 3Y · windows positive100%
Rolling 5Y · average590 windows since 4 Mar 20157.55%
Rolling 5Y · median7.88%
Rolling 5Y · worst window5.91%
Rolling 5Y · best window9.24%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)0.96%
Downside deviation (3Y)0.48%
Maximum drawdown-0.55%

Management

Fund managerMr. Devang Shah, Mr. Aditya Pagaria
Managing since20 Jul 2023

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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